These permissions are available to customers who would like to upgrade from basic permissions to access additional levels of access controls.
Configure Extended Permissions by setting up a Team Hierarchy first.
Next, use TermSheet defaults or create custom Permission Groups to apply to users across teams.
Understanding Teams
Workspaces enabled with Extended permissions will be able to create restrictions around the records that a user has access to based on their association with a Team affiliation.
The Root Team will have access to all records within the workspace. Teams nested under the root team will have access to a subset of the total records in the workspace.
Think of the Team access as nested circles where the team has access to any records within their circle by default, but does not have access to anything outside of their circle.
In the example above, Region-Wide Team users have access to records within Region 1, Region 1 Collaborators, and Region 2, but will not have access to all of the records that the GTRE Team (root folder) has access to.
Configure Permission Groups
Permission Groups will have a mix of on/off permissions and levels to permissions including:
- Everything - User can access any record regardless of Team affiliation.
- Team Only - User can only access records that are shared to their "Team"
- Created by User - User can only access records that they, themselves have created.
- No Access- Restricts users from viewing any records.
Permission Group Descriptions by Module
| Deals | Companies | Contacts | Engagements | Aggregated Tasks | Global Tasks | Dispositions |
| Files | Leases | Loan Quotes | Properties | Reports | Settings | Custom Objects |
Deals and Views
| Create Deals | Allows users to add new deals to a deal view (pipeline) that they have access to. |
| Delete Deals | Allows users to delete deals. This action cannot be undone. |
| Edit Deal Layout Templates | Allows users to make changes or create new deal layouts including detail tabs / panels. |
| Edit Deals | Allows users to make changes to any deal field within Deal Details |
| Export and Share Deals | Allows users to export a deal or share deals externally. |
| Manage 'Add Deal' Form | Allows users to add and/or remove fields on the "Add Deal" form. Changes will apply to all users in the workspace. |
| Manage Public Custom Views | Allows users to make changes to deal views that can be saved and apply to all the users in the workspace. Users without this permission enabled will be able to edit deal views (filters, group-by, column sort) but changes are not saved. |
| View Deals | Allows users to view deal data as "read only". Users with this applied will not be able to edit deal field values if they do not have "Edit Deals" permission (above) enabled. |
Companies
| Create Company | Allows users to add new companies to the CRM. |
| Delete Company | Allows users to delete companies from the CRM. |
| Edit Company | Allows users to make changes to fields on a company record. |
| Edit Company Templates | Allows users to make changes to the company layout (adding or removing fields). |
| Export and Share Companies | Allows users to export data from the company module. |
| Manage 'Add Company' Form | Allows users to add or remove fields from the "Add Company" form. These changes apply to users across the workspace. |
| Manage Public Custom Views | Allows users to make changes to company views that can be saved and apply to all the users in the workspace. Users without this permission enabled will be able to edit company views (filters, group-by, column sort) but changes are not saved. |
| View Company | Allows users to view company data as "read only". Users with this applied will not be able to edit company field values if they do not have "Edit Company" permission (above) enabled. |
Contacts
| Create Contact | Allows users to add new contacts to the CRM. |
| Delete Contact | Allows users to delete a contact from the CRM. |
| Edit Contact | Allows users to make changes to fields on a contact record. |
| Edit Contact Templates | Allows users to make changes to the contact layout (adding or removing fields). |
| Export and Share Contacts | Allows users to export data from the contact module. |
| Manage 'Add Contact' Form | Allows users to make changes to contact views that can be saved and apply to all the users in the workspace. Users without this permission enabled will be able to edit contact views (filters, group-by, column sort) but changes are not saved. |
| View Contact | Allows users to view deal contact as "read only". Users with this applied will not be able to edit contact field values if they do not have "Edit Contact" permission (above) enabled. |
Engagements
| Create Engagement | Allows users to add new engagements to the CRM. |
| Delete Engagement | Allows users to delete an engagement from the CRM. |
| Edit Engagement | Allows users to make changes to existing engagements. |
| Edit Engagement Templates | Placeholder for future enhancement. This does not currently have any impact. |
| Export and Share Engagements | Placeholder for future enhancement. This does not currently have any impact. |
| Manage 'Add Engagements' Form | Placeholder for future enhancement. This does not currently have any impact. |
| Manage Public Custom Views | Placeholder for future enhancement. This does not currently have any impact. |
| View Engagements | Allows users to view engagement contact as "read only". Users with this applied will not be able to edit engagement field values if they do not have "Edit Engagement" permission (above) enabled. |
Aggregated Task Lists
| Create Task Lists | Allows users to add new task lists to deals, properties, custom objects and create new Aggregated Task Views in the Aggregated tasks module. |
| Delete Task Lists | Allows users to delete task lists using Task Settings in deals, properties, and custom objects. Currently, Aggregated Task Views cannot be deleted. |
| Edit Task Lists | Allows users to make changes to fields on existing task items. |
| Export and Share Aggregated Tasks | Allows users to export task lists/views |
| Manage 'Add Task' Form | Allows users to add and/or remove custom fields task details. Changes will apply to all users in the workspace. |
| Manage Public Custom Views | Allows users to make changes to task views that can be saved and apply to all the users in the workspace. Users without this permission enabled will be able to edit task views (filters, group-by, column sort) but changes are not saved. |
| View Task Lists | Allows users to view task data as "read only". Users with this applied will not be able to edit task field values if they do not have "Edit Task Lists" permission (above) enabled. |
Global Task Lists
| Create Task Lists | Allows users to add new task lists to the Global tasks module |
| Delete Task Lists | Allows users to delete task lists using Task Settings in deals, properties, and custom objects. Currently, Aggregated Task Lists cannot be deleted. |
| Edit Task Lists | Allows users to make changes to fields on existing task items on global tasks. |
| Export and Share Global Tasks | Allows users to export task lists. |
| Manage 'Add Task' Form | Allows users to add and/or remove custom fields task details. Changes will apply to all users in the workspace. |
| Manage Public Custom Views | Allows users to make changes to global task views that can be saved and apply to all the users in the workspace. Users without this permission enabled will be able to edit global task views (filters, group-by, column sort) but changes are not saved. |
| View Task Lists | Allows users to view task data as "read only". Users with this applied will not be able to edit task field values if they do not have "Edit Task Lists" permission (above) enabled. |
Dispositions
| Create Dispositions | Allows users to create a new disposition record within the Deal Dispositions tab. |
| Delete Dispositions | Allows users to delete a disposition record. |
| Edit Dispositions | Allows users to make changes to fields on existing dispositions. |
| Edit Dispositions Template | Placeholder for future enhancement. This does not currently have any impact. |
| Export and Share Dispositions | Placeholder for future enhancement. This does not currently have any impact. |
| Manage 'Add Dispositions' Form | Placeholder for future enhancement. This does not currently have any impact. |
| Manage Public Custom Views | Placeholder for future enhancement. This does not currently have any impact. |
| View Dispositions | Allows users to view disposition data as "read only". Users with this applied will not be able to edit disposition field values if they do not have "Edit Disposition" permission (above) enabled. |
Files
| Create Files | Allows users to upload new files to the Deal Files tab or workspace files. |
| Delete Files | Allows users to delete a file. |
| Edit Files | Allows users to upload new versions of existing files |
| Export and Share Files | Allows users to download files. |
| View Files | Allows users to view previews of files from within TermSheet. |
Leases
| Create Lease | Allows users to create a new lease record in the Deal Lease tab. |
| Delete Lease | Allows users to delete a lease record. |
| Edit Lease | Allows users to make changes to fields on existing leases. |
| Edit Leases Layout Templates | Placeholder for future enhancement. This does not currently have any impact. |
| Export and Share Leases | Placeholder for future enhancement. This does not currently have any impact. |
| Manage 'Add Leases' Form | Placeholder for future enhancement. This does not currently have any impact. |
| Manage Public Custom Views | Placeholder for future enhancement. This does not currently have any impact. |
| View Leases | Allows users to view leases data as "read only". Users with this applied will not be able to edit lease field values if they do not have "Edit Leases" permission (above) enabled. |
Loan Quotes
| Create Loan Quote | Allows users to create a new Loan Quote record in the Deal Loan Quotes tab. |
| Delete Loan Quote | Allows users to delete a loan quote record. |
| Edit Loan Quote | Allows users to make changes to fields on existing loan quotes. |
| Edit Loan Quote Layout Templates | Placeholder for future enhancement. This does not currently have any impact. |
| Export and Share Loan Quotes | Placeholder for future enhancement. This does not currently have any impact. |
| Manage 'Add Loan Quote' Form | Placeholder for future enhancement. This does not currently have any impact. |
| Manage Public Custom Views | Placeholder for future enhancement. This does not currently have any impact. |
| View Loan Quotes | Allows users to view loan quote data as "read only". Users with this applied will not be able to edit loan quote field values if they do not have "Edit Loan Quote" permission (above) enabled. |
Properties
| Create Properties | Allows users to create a new property from the deal level or property level. |
| Delete Properties | Allows users to delete a property from the Properties module. |
| Edit Properties | Allows users to make changes to fields on existing properties. |
| Edit Property Layout Templates | Allows users to make changes or create new property layouts including adding tabs, panels, and fields. |
| Export and Share Properties | Allows users to export data from the properties module. |
| Manage 'Add Property' Form | Allows users to add and/or remove fields on the "Add Property" form. Changes will apply to all users in the workspace. |
| Manage Public Custom Views | Allows users to make changes to property views that can be saved and apply to all the users in the workspace. Users without this permission enabled will be able to edit property views (filters, group-by, column sort) but changes are not saved. |
| View Properties | Allows users to view property data as "read only". Users with this applied will not be able to edit property field values if they do not have "Edit property" permission (above) enabled. |
Reports
| Create Dashboards | Allows users to create a new Dashboard |
| Create PDF Reports | Allows users to create a new PDF Report |
| Create Reports | Allows users to create a new report on any object in Report Builder |
| Delete Dashboards | Allows users to delete a Dashboard |
| Delete PDF Reports | Allows users to delete a PDF Report |
| Delete Reports | Allows users to delete a report from any object in Report Builder |
| Edit Dashboards | Allows users to edit existing dashboards |
| Edit PDF Reports | Allows users to edit existing PDF Reports |
| Edit Reports | Allows users to edit existing reports in Report Builder |
| Export and Share Dashboards | Placeholder for future enhancement. This does not currently have any impact. |
| Export and Share PDF Reports | Allows users to download or share PDF reports externally (schedule send). |
| Export and Share Report Builder | Allows users to download reports built in Report Builder. |
| View Dashboards | Allows users to view existing dashboards. |
| View PDF Reports | Allows users to view the configuration of a PDF report but will not allow for any edits to any of the configurations unless the "Edit PDF Reports" permission (above) is enabled. |
| View Reports | Allow users read only access to reports built via Report Builder module. Users would be able to view data and visualizations but not edit any fields, filters or charts. |
Settings
| Manage Apps | Manage what external apps are connected to TermSheet via integration. |
| Manage Automations | Create and manage native automations in TermSheet. |
| Manage Dropdown Settings | Ability to add new/hide existing system dropdown values. |
| Manage Fields | Ability to add, hide, edit or apply actions to any fields throughout the workspace. |
| Manage Layouts | Ability to revert layouts to previous versions |
| Manage Object Manager |
Ability to create new custom objects for the workspace
|
| Manage Permissions | Ability to change permissions enabled for permission groups |
| Manage Role Settings | Ability to add or delete task roles. Currently existing task roles can only be edited by TermSheet support. |
| Manage Task Templates | Ability to create, edit, delete new task templates. |
| Manage Team Settings | Access to create or change the team structure for the workspace. This impacts the records users assigned to teams will have access to/visibility of. |
| Manage User Settings | Ability to add new users and change teams/permissions groups applied to users. |
| Manage Workspace Settings | Access to General Settings and any workspace edits that are housed here. |
| Perform Imports | Ability to bulk create / update records in bulk via excel import. |
Custom Objects [By Label]
| Create [Custom Object Records] | Allows a user to create a new custom object record in the specifically named custom object. |
| Delete [Custom Object Records] | Allows a user to delete a custom object record in the specifically named custom object. |
| Edit [Custom Object Records] | Allows users to make changes to fields on existing custom object records. |
| Manage 'Add [Custom Object]' Form | Allows users to add and/or remove fields on the "Add [Custom Object]" form. Changes will apply to all users in the workspace. |
| Manage [Custom Object] Layout Templates | Allows users to make changes or create new custom object layouts including detail tabs / panels. |
| Manage Public Custom Views | Allows users to make changes to custom object views that can be saved and apply to all the users in the workspace. Users without this permission enabled will be able to edit custom object views (filters, group-by, column sort) but changes are not saved. |
| Export and Share [Custom Objects] | Allows users to export a custom object list view. |
| View [Custom Object Records] | Allows users to view custom object data as "read only". Users with this applied will not be able to edit custom object field values if they do not have "Edit custom object" permission (above) enabled. |